ENGLESON & ASSOCIATES, INC.
Legal name: ENGLESON & ASSOCIATES
CRD #126349 SEC #801-68896 ROCHESTER, NY 585-424-6150
SEC Registered
Total AUM
$102.4M
Discretionary
$98.4M
Employees
4
Clients
10
Accounts
643
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CORRELL III, JOHN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ENGLESON, PHILIP, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ENGLESON, PHILIP, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ENGLESON, PHILIP, MICHAEL | I | PRESIDENT | E | Control |
| ENGLESON, PHILIP, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ENGLESON, PHILIP, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ENGLESON, PHILIP, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ENGLESON, PHILIP, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ENGLESON, PHILIP, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ENGLESON, PHILIP, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| VALERIE, JONATHAN, MICHAEL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (4)
FL NY PA VA
Address
930 EAST AVENUESUITE 300
ROCHESTER, NY 14607
United States
Phone: 585-424-6150